WCM

Wealthcare Capital Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$694M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$5.71M
3
+$1.6M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$125K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$59.5K

Top Sells

1
+$72.4K
2
+$68.9K
3
+$66.5K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$59.9K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.89K

Sector Composition

1 Energy 0.15%
2 Industrials 0.1%
3 Financials 0.1%
4 Materials 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K ﹤0.01%
+222
127
$13K ﹤0.01%
+216
128
$13K ﹤0.01%
244
+194
129
$13K ﹤0.01%
+253
130
$13K ﹤0.01%
+265
131
$13K ﹤0.01%
+551
132
$13K ﹤0.01%
300
133
$13K ﹤0.01%
+120
134
$13K ﹤0.01%
+109
135
$13K ﹤0.01%
+194
136
$12K ﹤0.01%
280
137
$12K ﹤0.01%
920
+4
138
$12K ﹤0.01%
+203
139
$11K ﹤0.01%
+103
140
$11K ﹤0.01%
334
+1
141
$11K ﹤0.01%
85
142
$10K ﹤0.01%
+190
143
$10K ﹤0.01%
113
144
$10K ﹤0.01%
+180
145
$10K ﹤0.01%
+81
146
$10K ﹤0.01%
+366
147
$10K ﹤0.01%
+121
148
$10K ﹤0.01%
+125
149
$10K ﹤0.01%
+132
150
$10K ﹤0.01%
+84
4 5
6
7 8